584 hedge funds and large institutions have $17.5B invested in IDEX in 2021 Q4 according to their latest regulatory filings, with 84 funds opening new positions, 219 increasing their positions, 176 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
584
Holders Change
+45
Holders Change %
+8.35%
% of All Funds
9.02%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
84
Increased
219
Reduced
176
Closed
33
Calls
$5.15M
Puts
$9.1M
Net Calls
-$3.95M
Net Calls Change
-$6.69M
Name Holding Trade Value Shares
Change
Shares
Change %
RJT
426
Raymond James Trust
Florida
$266K +$8.51K +36 +3%
FFM
427
Forum Financial Management
Illinois
$265K +$265K +1,122 New
YIA
428
YHB Investment Advisors
Connecticut
$262K -$1.42K -6 -0.5%
GD
429
Grandfield & Dodd
New York
$260K
ATC
430
Argent Trust Co
Tennessee
$257K +$257K +1,087 New
PA
431
Profund Advisors
Maryland
$250K -$6.39K -27 -2%
HH
432
Hilltop Holdings
Texas
$250K +$6.62K +28 +3%
AIP
433
Ameritas Investment Partners
Nebraska
$248K
OFS
434
OneAscent Financial Services
Alabama
$248K +$6.38K +27 +3%
CCP
435
Corient Capital Partners
California
$247K +$3.07K +13 +1%
Rafferty Asset Management
436
Rafferty Asset Management
New York
$242K -$11.6K -49 -5%
CNC
437
Canandaigua National Corp
New York
$239K -$3.3K -14 -1%
CCA
438
Cobblestone Capital Advisors
New York
$239K
HCM
439
Harvey Capital Management
Florida
$236K -$29.5K -125 -11%
SWMP
440
Signature Wealth Management Partners
New Jersey
$236K
DP
441
Dearborn Partners
Illinois
$236K
BAM
442
Belpointe Asset Management
Nevada
$224K
VFA
443
Values First Advisors
Tennessee
$224K +$224K +948 New
VI
444
Vestcor Inc
New Brunswick, Canada
$222K -$43.8K -185 -16%
UCFA
445
United Capital Financial Advisors
Texas
$217K -$26.2K -111 -11%
WI
446
Wahed Invest
New York
$214K +$214K +907 New
MYAM
447
Meiji Yasuda Asset Management
Japan
$213K +$213K +900 New
PWPS
448
Pinnacle Wealth Planning Services
Ohio
$213K +$213K +903 New
CWM
449
Connecticut Wealth Management
Connecticut
$211K +$211K +891 New
PSUF
450
People's United Financial
Connecticut
$210K -$23.6K -100 -10%